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Comment, Analysis & Research

03/08/2021

‘Are robots taking over wealth management?’: Geneva WM

He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.

03/08/2021

Non-bankable assets - investing in a new era

The non-bankable asset investment opportunity and its challenges

03/08/2021

'Don't be afraid to do what makes you happy'

Monika joined the Stonehage Fleming Group in 2008 and is a senior associate in the Family Office division.

03/05/2021

Wealth Management – Mosaique Insights

How different will the economy that exits the crisis look from the one that entered it?

03/05/2021

BIS reports on Big Data and machine learning in central banking

The survey contains responses from 52 central banks from all regions of the world and examines how they define and use big data, as well as which opportunities and challenges they see.

03/05/2021

Afme report reveals 58% increase of the European ESG market in 2020

The European Union Allowance (EuA) price per metric tonne has increased by 21.3% from €24.03 in December 2019 to €30.52 in December 2020.

03/05/2021

International Women's Day Summit 2021: Amplifying Her Voice

Global investment into women led companies has reached an all-time low during 2020.

03/05/2021

Missing the mark? Why the future of beneficial ownership rules hangs in the balance

The onus is not on the individual but on the government to make the case.

03/04/2021

Looking into 2021: WealthTech Views Report

2020 was one of the most turbulent years in recent history, with Covid-19 disrupting every sector in every country across the globe.

03/04/2021

Significant opportunities ahead for wealth advisers and their clients

Equities should outperform bonds and the rotation from growth to value should continue in 2021.

03/04/2021

New report reveals key insights into wealth and philanthropy

This research was conducted amidst the Covid-19 pandemic in the third quarter of 2020

03/04/2021

Riding the next waves of innovation

Innovative companies find ways to adapt and prosper; they don’t remain static and allow themselves to stagnate.

03/04/2021

Nikko Asset Management: Future Quality Insights - March 2021

The winds of change: Strengthening our commitment to ESG

03/04/2021

Half of global citizens risk missing out on governments' digital services boom due to privacy concerns, EY survey warns

53% of survey respondents say risks outweigh benefits of government sharing their data

03/04/2021

International Women’s Day – levelling up women’s finances

Financial inequality between the genders in particular has been severely impacted.

03/04/2021

Credit Suisse Global Investment Returns Yearbook 2021

The 2021 Yearbook provides detailed analysis of emerging markets

03/04/2021

Budget 2021: What you need to know

Measures announced by Chancellor Rishi Sunak in the Budget.

03/03/2021

What’s stopping women from flying high at work?

The hindrances that women face in matching their male colleagues’ progress and rewards go deeper than outdated assumptions suggest, new research by The Female Lead has found.

03/03/2021

The post pandemic great global reset

Large reductions in GDP relative to pre-crisis trends also occurred in other big developed nations

03/03/2021

MALTA: Consumer knowledge of home insurance products low, MFSA finds

MFSA to review survey findings and adapt regulation accordingly

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UBS’ DPM Platform Crosses Key Milestone

02-23-2026

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02-25-2026

1291 Group Appoints Lee Sleight as Global Head of Wealth Planning

02-25-2026

How Asset Managers Benefit From Fund Servicing Becoming a Connected Ecosystem

02-25-2026

AJ Bell CEO warns FCA’s pension transfer plans could create extra delays

02-25-2026

Vanguard launches blended MPS range with Wellington

02-25-2026

True Potential Wealth Management partners with Oxford Risk to enhance behavioural investor risk suitability

02-24-2026

Stone Point Capital invests in UK wealth manager Amber River

02-23-2026

The end of imputed rental value: What Swiss property owners need to know

02-26-2026

Ex-Lloyds private bank CEO takes top job at C. Hoare & Co.

02-26-2026

Railpen appoints chief people officer and chief risk officer

02-26-2026

NatWest Group commits £8million for debt advice organisations to help support people in financial difficulty

02-26-2026

The EBΑ concludes work on legacy instruments monitoring

02-26-2026

ESMA sets out clearing thresholds under EMIR 3

02-26-2026

London’s Allica Bank targets 10% UK SMB market share by 2028 after €131 million raise

02-26-2026

Scams and fraud dominate French banking executives’ concerns, shows new report

02-26-2026

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